Let’s say you have someone from your financing at your institution set to pay for a due invoice, but you don’t want to pass along your account username and password. A sub-account is a great option to keep your account secure.
Log into your Client Area Portal in the top right, click your name, and select Contacts/Sub-Accounts
A sub-account with the ability to login can be set up here with permissions to your account. Just make sure to check the “Activate Sub-Account” box and set a password for the user:
